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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $286,163 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $101,184 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,388 | $53,204-3.4% | $155,556-67.0% | $200,096-74.3% |
| Participation rate | 96.9% | 64.1%+32.8pp | 78.2%+18.7pp | 72.0%+24.9pp |
| Annual return | 13.76% | 41.02%-27.3pp | 64.84%-51.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $2,320 | $1,850+25.4% | $4,675-50.4% | $3,038-23.6% |
| Participant deferral / active EE | $4,254 | $3,163+34.5% | $5,631-24.4% | $5,090-16.4% |
| Admin fee / account holder | $177 | $186-4.9% | $15,885-98.9% | $269-34.4% |